Insurance Payment Plans Past Due Report

In the Main Menu, click Reports, Standard. In the Monthly section, click Ins Pay Plans Past Due.

The Insurance Payment Plans Past Due Report lists patients with Insurance Payment Plans that have balances overdue by at least 30 days. This report is especially useful for orthodontic offices. Insurance payment plan past due amounts do not show in the patient's payment plans grid.

Note: To control user access to this report, see Report Setup: Security Permissions.


Patients with insurance plans past due that meet the criteria will list. Click a column title to sort results in ascending or descending order.

Change the report criteria:

Click Print to print the report grid, or Export to save it as a .txt file.

Columns: